WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.3M
3
+$16.2M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$15.2M
5
TJX icon
TJX Companies
TJX
+$15.1M

Top Sells

1
+$24.5M
2
+$24.3M
3
+$19.8M
4
ORLY icon
O'Reilly Automotive
ORLY
+$19.7M
5
ACN icon
Accenture
ACN
+$18.9M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.56%
3 Industrials 11.61%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-17,091
1527
– –
-33,886
1528
– –
-42,118
1529
– –
-7,979
1530
– –
-27,382
1531
– –
-22,813
1532
– –
-124,961
1533
– –
-197,840
1534
– –
-5,800
1535
– –
-15,252
1536
– –
-2,600
1537
– –
-1,846
1538
– –
-13,242
1539
– –
-3,439
1540
– –
-138,353
1541
– –
-11,688
1542
– –
-23,489
1543
– –
-53,433
1544
– –
-2,342
1545
– –
-7,493
1546
– –
-4,902
1547
– –
-12,811
1548
– –
-37,812
1549
– –
-31,082
1550
– –
-95,393
60 61
62
63 64